Customer Service Specialist
Resume:
Matt Simmons
Indianapolis, IN *6227
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WORK EXPERIENCE
Marketing Manager
Home Stretch Wellness & Fitness - Remote Indianapolis, IN - 02/2022 - Present
●Develops and maintains business relationships with new and existing clients, ensuring a steady flow of business via phone and email.
●Analyze and resolve customer complaints.
●Participate in numerous conference calls and meetings about current and upcoming projects, helping to ensure success and increasing customer satisfaction.
Client Service Chat Representative
Housecall Pro - Remote Indianapolis, IN - 06/2021 - 02/2022
●Ability to maintain high quality while working in an extremely fast-paced chat environment.
●Responsible for troubleshooting highly technical issues via online chat and providing help articles so the client is able to work through the issue while following detailed instructions.
●Provided clients with a willingness to always dig deep to find the correct answer.
●Determine the needs of the client and provide appropriate solutions.
Producer Relationship Specialist
One America (American United Life) – Indianapolis, IN – 10/2019 - 04/2020
●Responsible for providing Retirement Services clientele all pertinent information regarding their 401K and 403b accounts.
●Accountable for follow through on any client requests that were not able to be completed during initial contact.
●Provided overflow assistance to other teams during periods of peak volume.
●Established rapport with clients to provide customer service excellence.
●Delved deeply into problematic accounts with customers thereby deescalating difficult situations and providing customer service excellence.
●Fiscal accountability for retirement plan disbursements and rollovers.
Client Service Specialist
Charles Schwab Bank - Indianapolis, IN – 05/2017- 09/2019
●Subject expert on banking products and matter services.
●Responsible for providing first call resolution to clients.
●Able to resolve a variety of complex client needs by leveraging technology and business experts
●Responsible for establishing rapport with clients over the phone to create long term relationships
●Ability to provide a high level of attention to detail in order to adhere to stringent bank policies, procedures and guidelines
Commercial Services Specialist
JPMorgan Chase & Co - Indianapolis, IN - 05/2017-10/2013
●Manage system access and removal for over 6,000 employees internationally with the Commercial Banking
line of business.
●Update policies and procedures regularly.
●Communicate with multiple business contacts to ensure all user access is granted correctly.
●Handle on-boarding and off-boarding processes, and respond to general requests on matters concerning
Commercial Banking.
●Process sub lines of business which include: Middle Market, GNPH, Corporate Client Banking, Commercial
Term Lending and Real Estate Banking.
EDUCATION
Cash Brown's School of Insurance - Boca Raton, FL
Business Administration
University at Albany, State University of New York - Albany, NY
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